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Urgent.ly
ULY

Overview Fund Activity

30 hedge funds and large institutions have $5.4M invested in Urgent.ly in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 5 closing their positions.

Holders
30
Holders Change
-1
Holders Change %
-3.23%
% of All Funds
0.44%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
4
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$792K
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$34.4K
3
SSB
3
Sandy Spring Bank
Maryland
$9.87K
4
CS
4
Clear Street
New York
$851
5
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$225

Top Sellers

1
KC
1
Kepos Capital
New York
$0
2
CC
2
Cannell Capital
Wyoming
$0
3
Jane Street
3
Jane Street
New York
$0
4
CAC
4
Cowen and Company
New York
$466K
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$103K
Name Market Value Shares Shares
Change 		Shares
Change %
MCS
1
Mithaq Capital SPC
Saudi Arabia
$2.05M 1,193,839 – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$792K 460,640 +86,057 +23%
BRF
3
B. Riley Financial
California
$717K 416,968 – –
WA
4
Whitebox Advisors
Minnesota
$478K 278,189 – –
CAC
5
Cowen and Company
New York
$466K 270,750 -6,315 -2%
BMCM
6
Black Maple Capital Management
Wisconsin
$212K 122,965 -200 -0.2%
FI
7
Fosun International
China
$170K 98,811 +1 +0%
Millennium Management
8
Millennium Management
New York
$125K 72,450 -3,409 -4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$103K 59,813 -3,433 -5%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$62.2K 36,161 – –
WFA
11
Wellspring Financial Advisors
Ohio
$37.2K 21,618 – –
A
12
Allianz
Germany
$34.9K 20,290 – –
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$34.4K 20,000 +20,000 New
BHB
14
Bank Hapoalim BM
Israel
$26K 14,891 – –
HighTower Advisors
15
HighTower Advisors
Illinois
$20K 11,528 – –
Lido Advisors
16
Lido Advisors
California
$17.2K 10,000 – –
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$13K 7,579 -361 -5%
SSB
18
Sandy Spring Bank
Maryland
$9.87K 5,736 +5,736 New
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$8.64K 5,025 – –
TRCT
20
Tower Research Capital (TRC)
New York
$8.62K 5,012 -276 -5%
Morgan Stanley
21
Morgan Stanley
New York
$3.68K 2,137 – –
WIM
22
Westside Investment Management
California
$3.44K 2,000 – –
CS
23
Clear Street
New York
$851 495 +495 New
GPFA
24
Game Plan Financial Advisors
Ohio
$593 345 – –
CIBC Private Wealth Group
25
CIBC Private Wealth Group
Georgia
$225 147 +147 New
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